Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,066 | $167,362+51.8% | $143,799+76.7% | $134,532+88.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -10.07% | 0.47%-10.5pp | -0.04%-10.0pp | 418.27%-428.3pp |
| Employer contribution / active EE | $1,986 | $5,620-64.7% | $4,952-59.9% | $4,741-58.1% |
| Participant deferral / active EE | $9,393 | $6,447+45.7% | $5,638+66.6% | $6,401+46.7% |
| Admin fee / account holder | $6,774 | $18,094-62.6% | $14,677-53.8% | $11,429-40.7% |